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CIK: 0001462245
Total reported value
$103.2B
$103.2B
3367 檔
7.7%
As reported in its official Q2 2024 Form 13F filing, HighTower Advisors, LLC's tracked investment portfolio stood at $103.2B with 3367 total positions.
During Q2 2024, HighTower Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 3367 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.68% | +0.05% | -1.81% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.37% | -0.18% | -1.03% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.90% | +0.16% | +2.11% | |
| 4 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.76% | -0.12% | -1.64% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.55% | +0.12% | -0.38% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.50% | +0.16% | +10.49% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.50% | +0.03% | +7.07% | |
| 8 | XOM | Exxon Mobil CORP | Stock-Energy | 1.46% | -1.29% | EXIT | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.36% | -0.05% | -0.69% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.27% | +0.01% | +914.02% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.16% | +0.11% | +1.06% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.84% | — | -1.30% | |
| 13 | VUG | Vanguard Growth ETF | ETF-Other | 0.82% | +0.06% | +13.12% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.79% | +0.01% | +10.69% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.78% | -0.29% | -7.28% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.76% | +0.15% | — | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.76% | +0.05% | +12.45% | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.64% | +0.08% | +2.05% | |
| 19 | SN | SharkNinja, Inc. | Stock-Consumer Disc | 0.64% | +0.20% | +1.86% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 0.63% | +0.08% | -5.20% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.62% | +0.07% | -2.89% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.62% | -0.03% | +0.68% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.62% | +0.02% | -8.48% | |
| 24 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.62% | -0.12% | +0.29% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 0.62% | +0.05% | -2.79% | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.61% | — | +0.10% | |
| 27 | SIXH | Etc 6 Meridian Hedged Equity | ETF-Other | 0.61% | -0.05% | +1.89% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.59% | — | +3.98% | |
| 29 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.59% | +0.02% | +25.19% | |
| 30 | GLD | Spdr Gold Shares | ETF-Commodities | 0.57% | -0.15% | -0.31% | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.56% | +0.03% | -12.81% | |
| 32 | VTV | Vanguard Value ETF | ETF-Other | 0.55% | +0.04% | +23.38% | |
| 33 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.52% | — | +1.41% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.50% | -0.05% | +13.55% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.49% | +0.02% | -0.47% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.48% | -0.13% | -4.14% | |
| 37 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.48% | +0.10% | +3.21% | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.47% | — | -1.37% | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.45% | -0.24% | +4.29% | |
| 40 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.39% | -0.03% | -1.55% | |
| 41 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.38% | -0.06% | -1.40% | |
| 42 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.38% | — | -14.02% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.38% | +0.10% | -4.07% | |
| 44 | BND | Vanguard Total Bond Market | ETF-Other | 0.38% | -0.03% | +12.05% | |
| 45 | QCOM | Qualcomm Inc | Stock-Tech | 0.37% | -0.05% | -8.41% | |
| 46 | SIXA | Etc 6 Meridian Mega Cap Equi | ETF-Other | 0.37% | — | +4.54% | |
| 47 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.36% | +0.02% | -0.91% | |
| 48 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.36% | +0.02% | +6.99% | |
| 49 | IBM | Intl Business Machines CORP | Stock-Tech | 0.36% | +0.12% | -2.01% | |
| 50 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.34% | -0.02% | -1.88% |
According to official SEC Form 13F filings, HighTower Advisors, LLC reported a total U.S. public equity portfolio value of $103.2B across 3367 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, IVV) accounted for 7.7% of total reported equity market value during Q2 2024.
During Q2 2024, HighTower Advisors, LLC's top holdings by market value included AAPL (3.7%)、MSFT (3.4%)、IVV (1.9%). The largest single position, AAPL, represented 3.7% of total portfolio value.
In Q2 2024, HighTower Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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